Payment/Collection plans are definitions indicating when and how sales/purchase amounts will be paid. In J-Guar, a payment plan can be linked to any forward transactions except for Checks and P. Notes. Payments are tracked through payment lists automatically generated by the application according to this plan. The due date difference rate to be applied to early or late payments, and the latest due dates of payments are specified on payment plans. Parameters of plan definitions are also used to record the payment and collection calculation methods and the conditions in which they apply. AR/AP records, transactions and material cards can be linked to payment plans to track payments and collections in a healthy manner. Debt Tracking transactions are performed by processing payment lists automatically generated by the application.
Payment/Collection Plans are located under the Definitions menu of the Finance module. The related buttons and the options of the Info and right click menu are used to record new definitions or to modify existing definitions.
| New | Used to define a newpayment / collectionplan. |
| Update | Used to modifypayment / collectionplan information. |
| Delete | Used to delete the plan definitions. Active payment/collection plans cannot be deleted. |
| View | Used to view payment / collection information. The information displayed using this option cannot be changed. |
| Copy | Used to copy selected definition information. |
Change Status | Used to specify the usage status of payment/collection plans. This field has two options: Active and Passive. Passive definitions cannot be used on slips and invoices. | |
| Info | |
|---|---|---|
Record Information | Displays the time and the user of the first registry and the last modification of thepayment / collectiondefinition. | |
Record History | Used to list recording history by some info such as user, company, date, etc. | |
Refresh | Used to refresh thepayment / collectionplans list. | |
Preferences | ||
Line Coloring | Used to color the lines ofpayment / collectionplans list according to the specified criteria. | |
Back to Defaults | Displays the window dimensions with the size defined in the program. | |
Save Settings | Used to savepayment / collectionlist settings. | |
Save General Settings | Used to save general settings. | |
Number of Records | Lists the number of recordedpayment / collectionplans. | |
Reporting | ||
List Report | Used to report the records ofpayment / collectionlist collectively. | |
Grouped List Report | Used to list thepayment / collectionrecords by grouping them according to column headings. | |
Selection | ||
Select All | Used to select all records inpayment/ collectionplans list. | |
Clear All Selections | Used to clear all selections. | |
Toggle Selection | Used to toggle the selections inlist. | |
Table Characteristics | Used to record the columns to be displayed on thepayment / collectionplans list and their order. |
